Benchmark Financial Wealth Advisors, LLC Ishares Msci Usa Equal Weighte Transaction History

Benchmark Financial Wealth Advisors, LLC

$299 Million
Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 14,811 shares of EUSA stock, worth $1.4 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

14,811

Previous 16,192 8.53%

Holding current value

$1.4 Million

Previous $1.43 Million 0.7%

% of portfolio

0.47%

Previous 0.53%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$86.85 - $95.74 $119,939 - $132,216	-1,381 Reduced 8.53%	14,811 $1.42 Million
Q2 2024 Jul 23, 2024	BUY	$85.34 - $90.41 $51,289 - $54,336	601 Added 3.85%	16,192 $1.43 Million
Q1 2024 Apr 22, 2024	SELL	$82.14 - $90.99 $84,686 - $93,810	-1,031 Reduced 6.2%	15,591 $1.42 Million
Q4 2023 Jan 23, 2024	SELL	$70.68 - $84.86 $73,295 - $87,999	-1,037 Reduced 5.87%	16,622 $1.4 Million
Q2 2023 Jul 25, 2023	SELL	$73.02 - $78.8 $40,014 - $43,182	-548 Reduced 3.01%	17,659 $1.39 Million
Q1 2023 Apr 28, 2023	BUY	$71.79 - $81.04 $57,144 - $64,507	796 Added 4.57%	18,207 $1.38 Million
Q4 2022 Jan 23, 2023	SELL	$66.8 - $77.45 $89,645 - $103,937	-1,342 Reduced 7.16%	17,411 $0
Q3 2022 Nov 01, 2022	SELL	$66.79 - $81.18 $761,205 - $925,208	-11,397 Reduced 37.8%	18,753 $1.25 Million
Q2 2022 Jul 22, 2022	SELL	$68.09 - $85.56 $458,722 - $576,417	-6,737 Reduced 18.26%	30,150 $2.13 Million
Q1 2022 Apr 22, 2022	BUY	$78.76 - $89.74 $359,460 - $409,573	4,564 Added 14.12%	36,887 $3.13 Million
Q4 2021 Jan 26, 2022	BUY	$83.75 - $90.84 $1.3 Million - $1.41 Million	15,522 Added 92.39%	32,323 $2.89 Million
Q3 2021 Oct 26, 2021	BUY	$82.37 - $88.24 $381,620 - $408,815	4,633 Added 38.08%	16,801 $1.41 Million
Q2 2021 Jul 26, 2021	BUY	$79.23 - $84.64 $302,817 - $323,494	3,822 Added 45.79%	12,168 $1.03 Million
Q1 2021 Apr 26, 2021	BUY	$71.03 - $79.21 $76,286 - $85,071	1,074 Added 14.77%	8,346 $654,000
Q4 2020 Jan 20, 2021	BUY	$60.67 - $72.2 $303 - $361	5 Added 0.07%	7,272 $525,000
Q3 2020 Oct 15, 2020	SELL	$56.92 - $64.29 $69,043 - $77,983	-1,213 Reduced 14.3%	7,267 $444,000
Q2 2020 Jul 21, 2020	SELL	$44.14 - $61.96 $421,228 - $591,284	-9,543 Reduced 52.95%	8,480 $485,000
Q1 2020 May 08, 2020	BUY	$40.33 - $66.29 $2,460 - $4,043	61 Added 0.34%	18,023 $840,000
Q4 2019 Jan 31, 2020	BUY	$57.32 - $63.97 $2,579 - $2,878	45 Added 0.25%	17,962 $1.15 Million
Q3 2019 Nov 01, 2019	BUY	$59.27 - $60.74 $21,455 - $21,987	362 Added 2.06%	17,917 $1.07 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-57 Reduced 0.32%	17,555 $1.04 Million
Q1 2019 Apr 24, 2019	BUY	N/A	310 Added 1.79%	17,612 $1.01 Million
Q4 2018 Jan 30, 2019	BUY	N/A	5,656 Added 48.57%	17,302 $861,000
Q3 2018 Nov 05, 2018	BUY	N/A	11,646 New	11,646 $687,000

Others Institutions Holding EUSA

# of Institutions

102

Shares Held

4.21M

Call Options Held

Put Options Held

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About ISHARES MSCI USA EQUAL WEIGHTE

Ticker EUSA
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Benchmark Financial Wealth Advisors, LLC Ishares Msci Usa Equal Weighte Transaction History